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Etsy reported third-quarter GMS of $2.6 billion, up 8.8% year-over-year, and adjusted EBITDA of $210 million; full-year GMS growth guidance is approximately 7%, with adjusted EBITDA margin outlook at roughly 30%. CFO Lanny will leave Etsy in early March.
Etsy sold Depop Limited to eBay Inc. on July 30, 2026 for $1.4 billion, recognizing a $839.7 million gain, and implemented a restructuring plan that reduced its marketplace workforce by approximately 220 employees.
Etsy reported third-quarter GMS of $2.6 billion, up 8.8%, revenue of $692.5 million and adjusted EBITDA of $210.4 million. Lanny Baker will depart as CFO, remain through March 1, 2027, and advise through July 1, 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
We read the analyst questions on 59,306 US earnings calls from 2020 to 2025. When three or more analysts congratulated management on the results, the stock beat the S&P 500 by the next day's close 64.6% of the time, against 44.3% when nobody did, but the praise was no forecast of the next three months.
Ten repurchase authorizations totaling $15.3B were announced in the week ended August 9, 2026, led by MetLife's $3.0B program. Nine of the ten are first-time repurchasers on Equibles' records, and the heaviest hitters sit near 52-week highs.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active buyers sequential change | 350K | Q2 2026 | — |
| Active sellers | 5.71M | Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | 380.07M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 29.2% | Six Months Ended June 30, 2026 | — |
| Buyer profiles coverage | 65M | Q2 2026 | — |
| Etsy marketplace GMS | $2.6B | Q2 2026 | — |
| Etsy marketplace GMS year-over-year growth | 7.5% | Q2 2026 | — |
| Free cash flow non-GAAP | $610.14M | Trailing twelve months as of June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 657.39M
-8.11M Purchases of property and equipment
-39.14M Website and app development
= Free Cash Flow 610.14M
|
|||
| Free cash flow - trailing twelve months non-GAAP | 610.14M | As of June 30, 2026 | — |
| GMS | 5.04B | Six Months Ended June 30, 2026 | — |
| GMS - Continuing operations growth (As Reported) | -1.4% | Six Months Ended June 30, 2026 | — |
| GMS - Continuing operations growth (Currency-Neutral) | 0.8% | Three Months Ended June 30, 2026 | — |
| GMS - Etsy marketplace growth (As Reported) | 6.5% | Six Months Ended June 30, 2026 | — |
| GMS - Etsy marketplace growth (Currency-Neutral) | 7.2% | Three Months Ended June 30, 2026 | — |
| GMS per active buyer | $124 | Q2 2026 | — |
| GMS per active buyer year-over-year growth | 2.8% | Q2 2026 | — |
| Gross buyer additions year-over-year growth | 7.1% | Q2 2026 | — |
| Non-app GMS year-over-year growth | 3.4% | Q2 2026 | — |
| Paid GMS | 25% | the three months ended June 30, 2026 filing | — |
| Revenue take rate | 25.8% | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ETSY
this stock
Etsy Inc
|
$7.67B | +60.5% | +20.9% | — | 13.6% |
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AMZN
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$2.88T | +15.5% | +12.4% | 21.6 | 0.9% |
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BABA
Alibaba Group Holding Ltd
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$234.79B | -35.6% | +8.1% | — | 1.5% |
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PDD
PDD Holdings Inc.
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$112.41B | -30.4% | +14.5% | — | 2.0% |
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MELI
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$75.61B | -26.0% | +39.1% | 40.0 | 2.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Etsy reported third-quarter GMS of $2.6 billion, up 8.8%, revenue of $692.5 million and adjusted EBITDA of $210.4 million. Lanny Baker will depart as CFO, remain through March 1, 2027, and advise through July 1, 2027.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ETSY | -1.0% | +4.5% | +38.4% | +0.0% | +60.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -3.6% | +5.7% | +37.9% | +0.2% | +49.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
